entering an edf application for...

Entering an Application for

Reimbursement

Entering an EDF Application for Reimbursement

1. Go to My Ohio.gov. Enter your assigned OAKS User ID: and Password:


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2. Click on Career Resources and EDF Reimbursement Request:


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Once you have followed the navigation to Employee Development Fund Req, the “Tuition

Reimbursement Request” form will appear.

Please Note: The Find an Existing Value tab is for previous applications entered by an employee in

which a previous Request Number has been assigned. The employee also has the option of locating `all

applications they have submitted in a given Fiscal Year by entering the year and clicking the Search tab.

Please Note: The left panel contains links to EDF – FAQs and the EDF Job Aid. The remainder of this Job

Aid will only display where to enter data.


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3. In order to enter a new application, first, click on Add a New Value tab. Here, the Request

Number, Empl ID, and the Union Code will automatically populate. Next, click the Add tab to

enter a new application.

The Employee Development Fund Req page will appear. This is the EDF form you will key in all

relevant information regarding your reimbursement.

4. Click on the magnifying glass icon next to the Course Provider Box.


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A list of accredited colleges and universities will appear.

5. In Description, type in the name of the provider and click Look Up.


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6. Select the Course Provider needed.

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Please note: If your provider does not show up in the list of providers after clicking Look Up,

click on the Description drop down and click on contains and retype the provider’s name and

click Look Up again.


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7. Click on the magnifying glass icon next to the *Fund Box.

8. Select Event Fund or Tuition Fund.


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9. Click on the magnifying glass icon next to the *Program Box.

10. Select reimbursement type (Event, Tuition).


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11. Enter the name of the course being submitted in the Course Name. Click on the Begin and End

date drop downs to enter the course start and end period. Enter the requested amount of the

reimbursement.


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Please note: For multiple courses click the Plus Button at the end of each entry.

Enter Grants/Scholarships and Requested Amount.


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12. To attach documents, click on Add Attachment.

13. Click Browse.


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14. Highlight the document you want to attach. Click Open.

15. Click Upload.

Please note: For multiple documents repeat Steps 12, 13, 14 and 15. Attachments can be viewed prior

to submission. Once the application is submitted the attachments will no longer be available to view

until the application has been approved or pushed back for further information.


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16. Click on Save then click Submit. To delete an attachment check the box for the attachment you

would like to delete and click Delete Attachment.


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Please note: Once submitted, Add Attachment, Delete Attachment and Submit will grey out and the

Last Update by and Last Update Date/Time will be updated.

entering an edf application for...

Documents